Aditya Birla Sun Life Focused Equity Fund Growth+1.02%

3
-13.46%
1 Year Return
Equity
Focused
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Focused Equity Fund Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.08%
NAV53.40 (05 Jun 2020)
Fund Started24 Oct 2005
Fund Size3,663 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Focused Equity Fund Growth
-13.5%
0.2%
5.1%
12.1%
Category Average
-21.4%
-2.1%
4.0%
-
Rank within category
34
64
29
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -13.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.1%
    ICICI Bank Ltd.FinancialEquity8.0%
    Bharti Airtel Ltd.CommunicationEquity5.7%
    National Thermal Power Corp. Ltd.EnergyEquity4.7%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.6%
    Cipla Ltd.HealthcareEquity4.6%
    Indusind Bank Ltd.FinancialCD4.1%
    Axis Bank Ltd.FinancialEquity3.5%
    Kotak Mahindra Bank Ltd.FinancialEquity3.4%
    HCL Technologies Ltd.TechnologyEquity3.0%
    See All

    Fund Managers

    addMahesh Patil
    Education
    Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.
    Experience
    Prior to joining Birla Sun Life AMC he has worked with Reliance Infocom Ltd., Motilal Oswal Securities and Parag Parikh Financial Advisory Services Ltd.
    Funds Managed

    Aditya Birla Sun Life Focused Equity Fund Growth Details

    Aditya Birla Sun Life Focused Equity Fund Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 24 Oct 2005. Mahesh Patil is the Current Fund Manager of Aditya Birla Sun Life Focused Equity Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3,663 Cr and the Latest NAV as of 05 Jun 2020 is ₹53.40.

    The Aditya Birla Sun Life Focused Equity Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 365 days.

    Investment Objective

    Birla Top 100 Fund seeks to provide medium to long-term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 365 days.
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    23 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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